Other · DOL Form 5500 · 2022

Johnson Controls De Puerto Rico Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
71
Participants Small participant base
73rd
Percentile by assets National rank
$214,377
Avg per participant Above avg balance/head
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Official DOL plan name: Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · Sponsored by Johnson Controls De Puerto Rico Inc. · Puerto Rico · Manufacturing

$15M in assets, 71 participants

Johnson Controls De Puerto Rico Inc.'s Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan reported $15M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,833 in Manufacturing (20,602 peers)

Johnson Controls De Puerto Rico Inc. multi-year trail

Johnson Controls De Puerto Rico Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan at $15M / 71 participants.

#12,833
in Manufacturing (20,602 peers)
-19.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's outsized position by total assets

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,220,773 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan is a small filing (71 participants) on this national headcount ladder.

DOL schedule card

Filing strip 660533700 · Johnson Controls De Puerto Rico Inc. PY 2022 · Other

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan · $15M · 71 · 73rd

  • PHOTO $15M
  • PHOTO 71
  • PHOTO 73rd
  • PHOTO Other
  • PHOTO near Rabun Gap-Nacoochee School Retirement Plan
  • PHOTO ind #12833

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Puerto Rico →

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in the asset neighbourhood

Johnson Controls De Puerto Rico, Inc. Savings and Investment PlanJohnson Controls De Puerto R…$15MRabun Gap-Nacoochee School Retirement PlanRabun Gap-Nacoochee School R…$15MLa Frontera Center, Inc. 403(b) PlanLa Frontera Center, Inc. 403…$15MUnited Way of King County 403(b) PlanUnited Way of King County 40…$15MDefined Contribution Pension Plan for Employees of American Committee for the Weizmann Institute of Science, Inc.Defined Contribution Pension…$15M
End-of-year total assets ($M) among Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Johnson Controls De Puerto Rico Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Johnson Controls De Puerto Rico Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.598949540867604% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 71 $15M
2023 1 75 $17M
2024 1 76 $19M

Johnson Controls De Puerto Rico Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN660533700
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Puerto Rico

Peer Other plans, same state, same plan type, ranked by total assets.

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 050010001500 020406080100 Total assets ($M) Participants Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan, Total assets ($M): 15.220773 · Participants: 71Johnson Controls De Puerto Rico, Inc. Savings and Investment PlanEvertec Group, LLC Savings & Investment Plan Savings and Investment Plan, Total assets ($M): 84.797751 · Participants: 1287Evertec Group, LLC Savings & Investment Plan Savings and Investment PlanBd Savings Plan for Puerto Rico Employees, Total assets ($M): 58.71303 · Participants: 692Bd Savings Plan for Puerto Rico EmployeesThe Eaton Puerto Rico Retirement Savings Plan, Total assets ($M): 54.286487 · Participants: 1415The Eaton Puerto Rico Retirement Savings PlanUnion De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement Plan, Total assets ($M): 21.354388 · Participants: 209Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanRetirement Plan of Henkel Puerto Rico, Inc., Total assets ($M): 16.251075 · Participants: 196Retirement Plan of Henkel Puerto Rico, Inc.
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan vs. nearby Other plans in Puerto Rico, assets vs. participants
Compare Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan side-by-side with 3 peers →

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan's out-of-state Other peers by assets and headcount

Outside Puerto Rico, the nearest Other by assets is Rabun Gap-Nacoochee School Retirement Plan in GA ($15M); by covered participants it is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan assets move in 2022? ▼
Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan declined sharply - down 19.3% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Johnson Controls De Puerto Rico Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Johnson Controls De Puerto Rico Inc.'s sponsor-wide assets grew 25.6%, from $15M to $19M.
Which Other plans are similar in size to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Rabun Gap-Nacoochee School Retirement Plan in GA ($15M, 183 participants).
Which Other plans cover a similar participant headcount to Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660533700.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.